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SigFig Wealth Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
+6.02%
1 Year Est. Return
+15.99%
3 Year Est. Return
+43.31%
5 Year Est. Return
+27.64%
10 Year Est. Return
–
AUM
$2.01B
AUM Growth
+$107M
Cap. Flow
+$53M
Cap. Flow %
2.63%
Top 10 Hldgs %
65.6%
Holding
107
New
10
Increased
55
Reduced
40
Closed
1

Top Buys

Rank Stock Value
1
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$10.3M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.97M
3
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$6.59M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$6.37M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$4.98M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8M
2
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.87M
3
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.74M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.87M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.5M

Sector Composition

Rank Sector Weight
1 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FREL icon
51
Fidelity MSCI Real Estate Index ETF
FREL
$1.53B
$3.32M 0.16%
111,140
+633
+0.6% +$15.7K
INTF icon
52
iShares International Equity Factor ETF
INTF
$3.55B
$3.3M 0.16%
134,073
+19,654
+17% +$461K
PCY icon
53
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$3.2M 0.16%
159,386
+4,020
+3% +$72.7K
SPIP icon
54
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$3.19M 0.16%
114,827
+4,499
+4% +$116K
ESGE icon
55
iShares ESG Aware MSCI EM ETF
ESGE
$6.27B
$3.08M 0.15%
104,725
+21,212
+25% +$622K
EEMV icon
56
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.36B
$2.99M 0.15%
62,252
+10,527
+20% +$551K
HDV
57
iShares Core High Dividend ETF
HDV
$14.7B
$2.89M 0.14%
181,045
+111,450
+160% +$2.28M
VV icon
58
Vanguard Large-Cap ETF
VV
$51.2B
$2.7M 0.13%
15,480
-108
-0.7% -$18.9K
USRT icon
59
iShares Core US REIT ETF
USRT
$4.71B
$2.66M 0.13%
43,427
-333
-0.8% -$16.5K
VB icon
60
Vanguard Small-Cap ETF
VB
$78.9B
$2.27M 0.11%
12,110
+454
+4% +$84.1K
IJH icon
61
iShares Core S&P Mid-Cap ETF
IJH
$121B
$2.22M 0.11%
45,720
+1,255
+3% +$60.6K
SPYV icon
62
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$2.2M 0.11%
+267,900
New +$10.3M
HYXF icon
63
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$192M
$2.11M 0.11%
48,929
+14,996
+44% +$649K
VUG icon
64
Vanguard Growth ETF
VUG
$212B
$2.08M 0.1%
44,106
+1,428
+3% +$52.5K
MUB icon
65
iShares National Muni Bond ETF
MUB
$45.2B
$1.9M 0.09%
19,262
-857
-4% -$89.3K
PXH icon
66
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.89B
$1.82M 0.09%
103,234
-37,807
-27% -$643K
SCHX icon
67
Schwab US Large- Cap ETF
SCHX
$70.3B
$1.81M 0.09%
133,002
+1,794
+1% +$27.2K
COMT icon
68
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.19B
$1.78M 0.09%
21,562
+220
+1% +$7.84K
MDYV icon
69
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.76B
$1.75M 0.09%
+58,256
New +$3.74M
IYW icon
70
iShares US Technology ETF
IYW
$22.6B
$1.6M 0.08%
+21,477
New +$1.64M
SCHO icon
71
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.59M 0.08%
67,800
-1,796
-3% -$43.3K
TLH icon
72
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$1.54M 0.08%
17,232
+5,762
+50% +$625K
SHYG icon
73
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$1.49M 0.07%
+62,423
New +$2.55M
VTV icon
74
Vanguard Value ETF
VTV
$188B
$1.48M 0.07%
10,791
+679
+7% +$93.5K
PRF icon
75
Invesco FTSE RAFI US 1000 ETF
PRF
$9.72B
$1.45M 0.07%
46,735
-110
-0.2% -$3.38K
1 2
3
4 5

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VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
GL
GTCR LLC Chicago, Illinois $3.78B AUM 27.82% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
SB
SIG Brokerage New York $3.79B AUM 44.46% 1-Year Est. Return

SigFig Wealth Management's Q4 2022 Portfolio in Review

As of Q4 2022, SigFig Wealth Management held 107 positions worth $2.01B, up 5.6% from $1.91B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

SigFig Wealth Management's Q4 2022 filing shows 10 new, 55 increased, 40 reduced and 1 closed positions. Its largest new stake was State Street SPDR Portfolio S&P 500 Value ETF: 267,900 shares worth $2.2M. The largest sale was iShares Core S&P 500 ETF, an estimated $11.8M.

By sector, the portfolio is most concentrated in Technology at 0.02% of assets, down from 0.02% a quarter earlier.

  • SigFig Wealth Management's largest Q4 2022 buy was State Street SPDR Portfolio S&P 500 Value ETF: 267,900 shares worth $2.2M.
  • SigFig Wealth Management added most to iShares Core S&P Total US Stock Market ETF in Q4 2022, an estimated $6.97M increase.
  • SigFig Wealth Management's biggest Q4 2022 reduction was iShares Core S&P 500 ETF, cutting an estimated $11.8M.
  • SigFig Wealth Management fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2022, selling an estimated $419K.
  • SigFig Wealth Management's ten largest holdings make up 66% of its $2.01B portfolio in Q4 2022.
  • SigFig Wealth Management opened 10 new positions and closed 1 in Q4 2022.
  • SigFig Wealth Management's portfolio value rose 5.6% quarter-over-quarter to $2.01B.

Based on SigFig Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.